Home > Education & Training > Online Courses
Maximizer CRM Education & Training
Call Us 1-800-804-6299
Email Sales »
Maximizer CRM 10/10.5 -
Administrator Fundamentals 200
(Group, Professional & Enterprise edition)
Who should take this course:
- For the following editions of Maximizer CRM 10/10.5:
Group, Professional, Enterprise Edition only - New Maximizer CRM 10/10.5 administrators, power users, or individuals who are responsible for setting up, configuring, and maintaining the Address Book
- Recommended Pre-requisites: Administrator Fundamentals 100
What You'll Learn
1) Configuring the Address Book:
- Configuring Opportunities
- Configuring Campaigns
- Configuring Customer Service Cases
- Configuring Outlook Synchronization - Part I & II
- Configuring Maximizer Email Services
- Duplicate Checking
2) Maintaining the Address Book:
- Backing Up and Restoring the Address Book
- Address Book Verification
- Exporting Data
- Importing Data (2-Tier Import)
- Transferring Address Book Data
- Purging Notes & Documents
- Document Administration
- Global Edit
- Maximizer System Reports
Cost and Duration
- $65 (USD) per user
(Please email onlinetraining@maximizer.com for more information.) - Approximately 1 hr. Interactive Training Simulation
Registration